STEP 4. Connect RMS Sundry to Third-Party Client in HomHero

Sync Third Party Clients

After you have set up a new sundry in RMS, the first step is to sync the new Third Party Client over to Homhero. If your Third Party Client is already showing in Homhero, please proceed to the next step.

1. Select Contacts from the Homhero side menu
2. Click the Third Party tab
3. Select Sync Third Party
4. Wait for the Notification on the right to show as successful (Green Tick)
5. Click the Refresh icon
6. The new Third Party Client should now be displaying in the list
   
   

Sync Third Party Sundries from RMS to Homhero

Once your Third Party Client is synced to Homhero, the next step is to sync your Third Party Sundry to Homhero:

1. Click Settings from your Homhero side menu
2. Select General Settings > Sundries tab
3. Select the SYNC FROM RMS button
4. Click the Refresh Icon
5. If the Third Party Sundry has been linked correctly in RMS, the Third Party Client will appear under the 'Third Party Link' column automatically (there is no need to map this again in Homhero)
6. Click Save